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Hybrid Financial Planner & Client Growth Strategist
Remote / Online - Candidates ideally in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-07-06
Newport Beach, Orange County, California, 92659, USA
Listing for:
New York Life
Full Time, Remote/Work from Home
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
New York Life, located in Newport Beach, CA, is looking for a dedicated Financial Professional to join their team. This full-time hybrid role offers flexibility for remote work on designated days. You will assess clients' financial goals and create personalized plans, while ensuring exceptional service and satisfaction.
Qualifications include strong analytical skills, experience in financial planning, and the ability to build client relationships. Desired certifications include Series 6/7 and 63 licenses.
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